Simple Wealth LLC

Simple Wealth LLC (CRD# 152865) is a financial advisory firm headquartered in Liberty Lake, WA. They manage $58,056,942 in 178 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2310 N Molter, Suite 103, Liberty Lake, WA 99019
http://www.thesimplewealthsolution.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $326,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, TX, WA

Financial Advisors at Simple Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles Potter, financial advisor Liberty Lake WA
Charles J. Potter
CRD#: 1402536
2310 N Molter, Suite 103, Liberty Lake, WA 99019

Charles Potter (CRD# 1402536) is an Investment Advisor Representative working at Simple Wealth LLC in Liberty Lake, WA and has over 38 years of experience in the finance industry.

2
Joshua Potter, financial advisor Liberty Lake WA
Joshua J. Potter
CRD#: 2633991
2310 N Molter, Suite 103, Liberty Lake, WA 99019

Joshua Potter (CRD# 2633991) is an Investment Advisor Representative working at Simple Wealth LLC in Liberty Lake, WA and has over 25 years of experience in the finance industry.

3
Maryanne John, financial advisor Liberty Lake WA
Maryanne E. John
CRD#: 6321846
2310 N Molter, Suite 103, Liberty Lake, WA 99019

Maryanne John (CRD# 6321846) is an Investment Advisor Representative working at Simple Wealth LLC in Liberty Lake, WA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals